-92.1%
LCID vs AMP
+66.4%
-158.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | +1.8% | +2.6% | -0.8% | -0.2% |
| 30D | -34.2% | +0.8% | -35.1% | -34.7% |
| 3M | -9.1% | +24.3% | -33.4% | -22.6% |
| 6M | -52.6% | +20.6% | -73.2% | -58.9% |
| YTD | -56.2% | +14.6% | -70.8% | -60.4% |
| 1Y | -74.9% | +14.5% | -89.4% | -77.3% |
| All | -92.1% | +66.4% | -158.4% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling